Matthew Spence
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Martinsville, IN
Credentials
CFP®, Series 66
Industry experience
11 years
Expertise
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
Wealth management
ESG / Sustainable investing
Work history
Edward Jones
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
David E
Series 66
Trafalgar, IN
Edward Jones
Amy B
CFP®, Series 66
Martinsville, IN
Edward Jones
Adam W
Series 66
Greenwood, IN
Edward Jones
Curtis M
ChFC®, Series 63, Series 66
Greenwood, IN
Edward Jones
Bryan D
Series 63, Series 66
Greenwood, IN
Edward Jones
Eric N
Series 66
Bargersville, IN
Merrill
Eric Nicholson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Eric focuses on building lasting relationships with his clients by providing customized strategies aimed at preserving and growing accumulated wealth. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He divides his time between the Indianapolis and Terre Haute offices. Eric earned a bachelor's degree in Economics from Indiana University. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.
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